Wealthpoint Ltd

Wealthpoint Ltd

Financial Services Auckland, Nz 34 employees
Employees
34
Contacts
2
Emails
2

Wealthpoint Ltd Overview

Headquarters
Auckland, Nz
Industry
Financial Services
Employees
34
Founded
2019
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Wealthpoint Ltd

Our organisation has worked with Financial Advisers since 1921, so we’ve been around for almost 100 years. We are 100% New Zealand owned. In 2019, we launched our new national network; Wealthpoint. Weathpoint is now a network of more than 50 financial advisory businesses, with offices from Kaitaia to Invercargill. Our members each own their businesses, meaning they can give independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group. Our Advisers are regulated by the Financial Markets Authority. Life isn’t simple, goals change, and events both good and bad happen along the way. As a result, every New Zealander travels a different path towards their own financial success. And while the advice may differ for each client - the destination point and their ultimate goals are often the same - financial security through wealth creation and wealth protection. That’s where a skilled and trusted financial adviser comes in. Our Advisers can help you with Lending, Insurance, Wealth Management, and KiwiSaver. Use our Find an Adviser page to contact one of our more than 50 Wealthpoint advisory businesses.

Wealthpoint Ltd Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Wealthpoint Ltd Org Chart

Sample employees and titles
Name Title Contact
Peter Stubbs, Cminstd, Llb (Hons) Director, Wealthpoint Limited
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Louise Jelly Humanistic Leader L Growth Focused L
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Tanya Turchie Tsquared Events
Email
Mark Nalder Head of Strategy and Growth
Email

Employees by Management Level

Individual contributor 11 profiles
VP / Head 5 profiles
Executive 1 profile
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 6 6 0
Finance 1 1 0
Executive 1 1 0
Marketing 1 1 0

Wealthpoint Ltd Tech Stack

Engineering 1 profile

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